Cerulli Associates believe that the market for digital advice will top $489 billion by 2020. Large direct-to-the consumer firms are surpassing the Silicon Valley start-ups that initiated the digital revolution.
All Market Segments Post Asset Gains in Fourth Quarter Recovering from Third Quarter Contraction
MMI is a new member of the Financial Services Sector Coordinating Council (FSSCC), an organization established in 2002 to coordinate critical infrastructure and homeland security activities within the financial services industry.
On Wednesday, April 20, MMI will honor excellence in the Advisory Solutions industry at its eighth annual Industry Leadership Awards dinner during the 2016 Annual Convention in Washington, DC.
MMI is seeking a Vice-President of Membership Services. The position reports to the Senior Vice President, Chief Membership and Programs Officer and supports membership acquisition and retention. The position will be located in NY and requires some travel.
With preparations for the tenth program year of Gateway to Leadership (GTL) – MMI’s workplace diversity initiative – now under way for the summer of 2016, MMI is pleased to announce two exciting program developments.
In its December 14th edition, InvestmentNews covered the lack of diversity in the financial advice industry. MMI responded with a Letter to the Editor that highlights the success of Gateway to Leadership, MMI’s workplace diversity initiative launched back in 2007, as one example of how the industry recognizes and is working to address this issue.
As 2015 winds down, MMI acknowledges the hard work and tremendous effort put forth by MMI’s Legal & Compliance Committee this year. The Committee, which has grown by more than 50% from 58 to 88 members since January, has worked diligently to stay on top of the industry’s ever-evolving regulatory scene.
Decline Attributed to Market Falloff; Net Flows Were Positive for All Market Segments
Highlights of the 4Q 2015 edition of MMI Central include: